Workflows
Fixed steps per type of project or client, so nothing ever gets forgotten.
Creating a workflow
Under More → Workflows you describe a workflow in plain text: phases, milestones, fixed tasks and a checklist.
Apply
Apply a workflow to a company or project and HeyOtto creates the master plan (phases and milestones) and the tasks in one go. If a step falls behind, you see it on the bubble and on Today.